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iShares Core S&P Small-Cap ETF

2,830 hedge funds and large institutions have $83.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 222 funds opening new positions, 1,123 increasing their positions, 1,137 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 85

21% more capital invested

Capital invested by funds: $68.8B → $83.6B (+$14.8B)

5% more funds holding in top 10

Funds holding in top 10: 335353 (+18)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.6% more ownership

Funds ownership: 74.61%75.21% (+0.6%)

1% less repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,137

22% less call options, than puts

Call options by funds: $64.1M | Put options by funds: $82.5M

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
34.2%
Holding in Top 10
353
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.37%
% of All Funds
4.27%
New
222
Increased
1,123
Reduced
1,137
Closed
85
Calls
$64.1M
Puts
$82.5M
Net Calls
-$18.4M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1126
R.M. Davis Inc
Maine
$2.99M +$35.1K +256 +1%
SI
1127
Seeds Investor
New York
$2.98M +$238K +1,733 +9%
TFCP
1128
Twin Focus Capital Partners
Massachusetts
$2.98M +$274 +2 +0%
MAWCM
1129
Mine & Arao Wealth Creation & Management
California
$2.96M +$23.2K +169 +0.9%
ACP
1130
Argyle Capital Partners
California
$2.96M -$124K -901 -4%
FCI
1131
Financial Counselors Inc
Kansas
$2.96M -$234K -1,706 -8%
AM
1132
AGF Management
Ontario, Canada
$2.95M -$15.1K -110 -0.5%
AM
1133
Atwater Malick
Pennsylvania
$2.94M +$2M +14,556 +276%
AP
1134
Aspect Partners
Virginia
$2.94M -$5.88M -42,810 -68%
PA
1135
PFG Advisors
Arizona
$2.94M -$258K -1,882 -9%
FPCP
1136
Fort Point Capital Partners
California
$2.93M +$49.3K +359 +2%
BW
1137
BXM Wealth
Colorado
$2.92M +$79.9K +582 +3%
CFS
1138
CRA Financial Services
New Jersey
$2.91M -$133K -969 -5%
EL
1139
EQ LLC
Washington
$2.9M -$3.24M -23,620 -55%
AG
1140
Ascent Group
Virginia
$2.9M +$10.2K +74 +0.4%
CWA
1141
Crusonia Wealth Advisors
Colorado
$2.89M +$1.26M +9,193 +89%
GBFG
1142
Gerald Baker Financial Group
Texas
$2.88M -$29.6K -216 -1%
EMCIP
1143
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.88M +$2.66M +19,400 New
ACM
1144
AUA Capital Management
Pennsylvania
$2.88M
HCA
1145
Harbour Capital Advisors
Virginia
$2.87M +$49.4K +360 +2%
TP
1146
Tranquility Partners
Tennessee
$2.86M +$13.7K +100 +0.5%
MBWA
1147
Marin Bay Wealth Advisors
California
$2.84M -$153K -1,118 -6%
OCM
1148
One Capital Management
California
$2.84M
UF
1149
Univest Financial
Pennsylvania
$2.83M -$334K -2,432 -11%
ACM
1150
Absolute Capital Management
Pennsylvania
$2.83M -$128K -933 -5%

IJR Hedge Fund Activity: Q2 2026 in Review

2,830 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2026, worth a combined $83.6B — up 21% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new IJR positions and 85 closed out — a net gain of 137 holders — while 1,123 added to existing stakes and 1,137 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $392M. The largest seller was Envestnet Asset Management, cutting an estimated $229M.

  • 2,830 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2026, up from 2,747 in Q1 2026.
  • Funds reported $83.6B of iShares Core S&P Small-Cap ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 222 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $392M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2026.